What is it?
A discretionary service with a central objective of capital preservation with a target growth of 4% p.a.* We anticipate that the shares an investor purchases should qualify for Business Relief after only two years and therefore qualify for 100% relief from Inheritance Tax if still held at the time of their death.
How is the investment made?
The Service currently invests any subscriptions received into one Trading Company, Seneca Secured Lending Ltd. Funds will be used to provide secured Commercial Asset Based and Property lending. A proportion of Seneca Secured Lending Ltd’s loan book is used to fund smaller value loans to a number of borrowers. This affords a greater level of diversity than would be available from focusing solely on high value loans.
Can I access my investment?
Investors can give 3 months notice for the return of capital, subject to certain conditions.
How much can I invest?
The minimum initial investment is £50,000.
For any additional investments the minimum amount is £25,000
How do I invest?
Firstly, we would ask you to read the Information Memorandum to provide you with further information about the risks involved and details about this service.
Secondly, if you are happy to continue please download and complete the relevant application form.
If you are an individual wishing to invest in your own name, please download the Individual Application Form.
If you are a Representative under a Power of Attorney, please download the Representative Application Form.
If you are a Trustee, please download the Trustee Application Form.
* Target returns are not guaranteed and you may get back less than you invest.